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How to Use the Drag and Drop Functionality on Dispatch View
How to Use the Drag and Drop Functionality on Dispatch View
Natalia avatar
Written by Natalia
Updated over a week ago

Here's how you can fully utilize ZenMaid's drag and drop functionality in Dispatch View (both horizontal and vertical).

  • From your ZenMaid dashboard, go to Scheduling > Dispatch View (vertical or horizontal).

  • On the next page, you have more visibility to the availability of your cleaners.

  • Identify which appointment you'd like to adjust/re-assign/change time.

  • Click on the appointment then drag it to the cleaner or new time slot you'd like to place it.

  • Just drop it down and you're all set.

Disclaimer:

When dragging and dropping an appointment to reschedule, everything except for one-time Appointment Notes copies over. So, when dragging and dropping, make sure to use Active appointments (or your desired appointment status) and that Work Items, dates, prices, etc... Match if you want to make the changes for all future appointments.

Keywords:
use drag and drop, use dispatch view horizontal, use dispatch view vertical

Created by Mina on 12/04/2019.

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